Mission Wealth Management’s Lumen LUMN Stock Holding History

Mission Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	37,132 +4,600	+14%	+$40.3K	﹤0.01%	898
2026 Q1	$226K	Buy	+32,532	New	+$246K	﹤0.01%	676
2016 Q2	–	Sell	-7,550	Closed	-$241K	–	168
2016 Q1	$241K	Buy	+7,550	New	+$212K	0.06%	125

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mission Wealth Management's LUMN Position: Q2 2026 in Review

Mission Wealth Management increased its Lumen (LUMN) stake by 14% in Q2 2026, buying an estimated $40.3K and bringing the position to 37,132 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Mission Wealth Management first reported a position in LUMN in Q1 2016 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Mission Wealth Management held 37,132 shares of Lumen worth $285K as of Q2 2026.
Mission Wealth Management bought 4,600 Lumen shares in Q2 2026, an estimated $40.3K.
Lumen made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #898 holding.
Mission Wealth Management first reported a position in Lumen in Q1 2016 and has held it in 3 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.